FTAI Aviation Ltd.

FTAI Aviation Ltd.

FTAIยทNASDAQ

$247.01

+0.47%
IndustrialsRental & Leasing Services

FTAI Aviation Ltd. owns and acquires aviation and offshore energy equipment for the transportation of goods and people worldwide. It operates through two segments, Aviation Leasing and Aerospace Products. The Aviation Leasing segment owns and manages aviation assets, including aircraft and aircraft engines, which it leases and sells to customers. As of December 31, 2023, this segment owned and managed 363 aviation assets consisting of 96 commercial aircraft and 267 engines, including eight aircraft and seventeen engines that were located in Russia. The Aerospace Products segment develops, manufactures, repairs, and sells aircraft engines and aftermarket components for aircraft engines. The company was founded in 2011 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$25.34B
EPS4.6600
P/E Ratio53.01
Earnings Date07/28/2026
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FTAI Aviation Ltd. Street Expectations Map

FTAI ยท NASDAQ

Wall Street analysts project that FTAI stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 314.83, with estimates ranging from a low of 225.00 to a high of 400.00.

Lowest Target
225.00
-8.91%
Consensus Target
314.83
27.46%
Highest Target
400.00
61.94%

The consensus 1-year price target stands at 314.83, with estimates ranging from a low of 225.00 to a high of 400.00.

Analyst Consensus Analysis

Upside Potential

+27.5%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

55.6% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

6.95x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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FTAI Aviation Ltd. Forward Estimates of Revenue

FTAI ยท NASDAQ
Latest Revenue
2.51B
FY 2025
Avg Estimate
3.18B
FY 2026
Estimate Range
3.17B - 3.19B
Analyst Spread

Forward Growth Analysis

Projected Growth+26.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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FTAI Aviation Ltd. Forward Estimates of Net Income

FTAI ยท NASDAQ
Latest Net Income
501.06M
FY 2025
Avg Estimate
693.79M
FY 2026
Estimate Range
655.90M - 738.75M
Analyst Spread

Forward Growth Analysis

Projected Growth+38.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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FTAI Aviation Ltd. Forward Estimates of EPS

FTAI ยท NASDAQ
Latest EPS
4.66
FY 2025
Avg Estimate
$6.88
FY 2026
Estimate Range
$6.46 - $7.28
Analyst Spread

Forward Growth Analysis

Projected Growth+47.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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FTAI Aviation Ltd. Forward Estimates of EBIT

FTAI ยท NASDAQ
Latest EBIT
854.43M
FY 2025
Avg Estimate
523.77M
FY 2026
Estimate Range
522.13M - 525.41M
Analyst Spread

Forward Growth Analysis

Projected Growth-38.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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FTAI Aviation Ltd. Forward Estimates of EBITDA

FTAI ยท NASDAQ
Latest EBITDA
1.08B
FY 2025
Avg Estimate
1.44B
FY 2026
Estimate Range
1.43B - 1.44B
Analyst Spread

Forward Growth Analysis

Projected Growth+33.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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FTAI Aviation Ltd. Forward Estimates of SG&A Expense

FTAI ยท NASDAQ
Latest SG&A Expense
9.48M
FY 2025
Avg Estimate
201.71M
FY 2026
Estimate Range
201.08M - 202.34M
Analyst Spread

Forward Growth Analysis

Projected Growth+2028.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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FTAI Aviation Ltd. Insider Positioning

FTAI ยท NASDAQ

During the last 12 months, insiders have purchased $1.08M and sold $54.24M worth of FTAI shares, resulting in $53.16M of net selling activity.

3 Months

Bought

0

0.00

Sold

211.3K

51.21M

Net Activity

-51.2M

-$51.21M

3-6 Months

Bought

0

0.00

Sold

10.0K

3.03M

Net Activity

-3.0M

-$3.03M

6-9 Months

Bought

7.0K

1.08M

Sold

0

0.00

Net Activity

+1.1M

+$1.08M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
MD

Moreno David

Officer: Chief Operating Officer

4.4K sharesโ€ข1 transactions

$670K

2
AJPJ

Adams Joseph P. Jr.

Director, Officer: Ceo And Chairman

2.0K sharesโ€ข1 transactions

$312K

3
NE

Nam Eun

Officer: Chief Financial Officer

652 sharesโ€ข1 transactions

$100K

Top Sellers

1
TM

Tuchman Martin

Director

211.1K sharesโ€ข2 transactions

$51.14M

2
GPR

Goodwin Paul R

Director

10.0K sharesโ€ข1 transactions

$3.03M

3
HJA

Hannaway Judith A

Director

255 sharesโ€ข1 transactions

$65K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $53.16M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.02:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$51.21M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Balanced

3 insider buyers and 3 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.